+85.6%
GLTR vs VOO
+72.8%
+12.8%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.3% | -2.5% | -2.8% |
| 7D | +3.3% | -0.6% | +3.9% | +3.5% |
| 30D | -8.1% | -3.6% | -4.4% | -6.9% |
| 3M | -13.6% | -2.7% | -10.9% | -12.8% |
| 6M | -23.7% | +2.2% | -25.9% | -24.1% |
| YTD | -16.2% | +10.9% | -27.1% | -18.4% |
| 1Y | -2.8% | +11.3% | -14.1% | -5.4% |
| 3Y | +103.4% | +76.9% | +26.5% | +77.9% |
| 5Y | +85.6% | +73.5% | +12.1% | +57.4% |
| All | +85.6% | +72.8% | +12.8% | +57.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling